account_balance

Investment manager · 13F filer · SEC CIK 1830467

BCGM Wealth Management, LLC

Reported value$500Mas of Sep 30, 2026
Positions188 13 new, 7 sold out
Top 10 weight36.1%ITOT alone is 8%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 7.7% Added +5%
VCRB Vanguard Malvern FDS 5.1% Added +6%
IVV iShares Tr 4.1% Held
DYNF BlackRock ETF Trust 3.2% Held
QQQ Invesco QQQ Tr 3.1% Trimmed −9%
IWF iShares Tr 3.1% Added +3%
JAVA J P Morgan Exchange Traded F 2.8% Held
CORO BlackRock ETF Trust 2.6% Added +4%
CGIE Capital Group International 2.3% New
VIGI Vanguard Whitehall FDS 2.1% Added +23%
LLY ELI Lilly & Co 2.1% HeldXOM ExxonMobil Holdings Corp 1.7% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • CGIE $11.6M
  • VBIL $2.01M
  • CALM $1.75M
  • IALT $1.32M
arrow_upwardAdded
  • SGOV +60%
  • BLCR +53%
  • VEA +47%
  • ICSH +31%
arrow_downwardTrimmed
  • MTUM −83%
  • TFI −27%
  • VTEB −25%
  • AAPL −23%
remove_circleSold out
  • KR $1.78M
  • WMT $244K
  • JULW $223K
  • SPHQ $213K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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